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Lead qualification template

Qualify inbound leads on budget, timeline, and fit with seven questions instead of fifteen.

For agencies, consultants, and b2b founders.

Use this template Try it first

Free account. It copies into your dashboard as a draft you can edit.

The 7 questions

  1. 1Your nameShort text · required
  2. 2Company nameShort text · required
  3. 3Work emailEmail · required
  4. 4What are you hoping to get done?Long text · required
  5. 5What budget range are you working with?Single choice: Under $5k, $5k to $15k, $15k to $50k, Over $50k, Not sure yet · required
  6. 6When do you need this live?Single choice: This month, In 1 to 3 months, In 3 to 6 months, No fixed date · required
  7. 7How did you hear about us?Single choice: Search, Referral, Social media, An event, Somewhere else

Why it's built this way

Budget as ranges

People skip an empty budget box. Ranges get answered, and they sort cleanly in the responses table.

Follow-ups instead of more fields

When the project description is thin, the follow-up asks what success looks like. That replaces a separate goals field most leads would skip.

A follow-up, start to finish

What are you hoping to get done?

New website
Follow-up

What would make this a success six months from now?

Demo requests from the site. We get maybe 5 a month and want 20.

Saved in the project column

New website; goal is demo requests from ~5 to 20 a month

Follow-ups are a Pro feature. The template ships with them off and with this guidance filled in: "Follow up when the project description is vague or the budget is 'Not sure yet'. Ask about the outcome they need, or what a similar project cost them before."

Tell us about your project

A few questions so we come to the first call prepared. It takes about two minutes.

7 questions · about 2 min · it may ask a short follow-up

Answer it like a respondent would. In the preview, follow-ups come from a script; the live form writes its own.

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